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Merck & Co., Inc.

MRK
Exchange
NYSE
Industry
Pharmaceutical Preparations
SEC CIK
0000310158

In the last 90 days, Merck & Co., Inc. insiders filed 0 open-market purchases and 7 sales; 3,854 institutions reported holding it in 13F filings for Q2 2026, worth $254.3B in total; 4 superinvestors hold it, including Harris Associates (Oakmark) and Fairfax Financial.

13F holders, Q2 2024

Institutional positions in Merck & Co., Inc. as of Jun 30, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,558
+62 vs. Q1 2024
Shares held
1.96B
+16.1M (+0.8%) vs. Q1 2024
Total value
$242.3B
−$13.4B (−5.2%) vs. Q1 2024
New holders
180
1,608 more added
Sold out
118
1,371 more reduced

51 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MRK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2024: 3,558 institutions
Q1 2021: 2,693 institutionsQ2 2021: 2,684 institutionsQ3 2021: 2,658 institutionsQ4 2021: 2,910 institutionsQ1 2022: 2,962 institutionsQ2 2022: 3,020 institutionsQ3 2022: 2,997 institutionsQ4 2022: 3,244 institutionsQ1 2023: 3,188 institutionsQ2 2023: 3,262 institutionsQ3 2023: 3,222 institutionsQ4 2023: 3,444 institutionsQ1 2024: 3,547 institutionsQ2 2024: 3,558 institutionsQ3 2024: 3,502 institutionsQ4 2024: 3,618 institutionsQ1 2025: 3,459 institutionsQ2 2025: 3,337 institutionsQ3 2025: 3,319 institutionsQ4 2025: 3,674 institutionsQ1 2026: 3,812 institutionsQ2 2026: 3,854 institutions
Value heldQ2 2024: $242.3B
Q1 2021: $143.2BQ2 2021: $144.3BQ3 2021: $138.8BQ4 2021: $142.2BQ1 2022: $152.1BQ2 2022: $171.5BQ3 2022: $162.7BQ4 2022: $212.2BQ1 2023: $205.1BQ2 2023: $222.8BQ3 2023: $197.7BQ4 2023: $211.6BQ1 2024: $256.9BQ2 2024: $242.3BQ3 2024: $221.8BQ4 2024: $196.9BQ1 2025: $177.7BQ2 2025: $155.9BQ3 2025: $159.8BQ4 2025: $206.6BQ1 2026: $231.9BQ2 2026: $254.3B
Institutions holding MRK and their total value by quarter
QuarterHoldersValue
Q2 20263,854$254.3B
Q1 20263,812$231.9B
Q4 20253,674$206.6B
Q3 20253,319$159.8B
Q2 20253,337$155.9B
Q1 20253,459$177.7B
Q4 20243,618$196.9B
Q3 20243,502$221.8B
Q2 20243,558$242.3B
Q1 20243,547$256.9B
Q4 20233,444$211.6B
Q3 20233,222$197.7B
Q2 20233,262$222.8B
Q1 20233,188$205.1B
Q4 20223,244$212.2B
Q3 20222,997$162.7B
Q2 20223,020$171.5B
Q1 20222,962$152.1B
Q4 20212,910$142.2B
Q3 20212,658$138.8B
Q2 20212,684$144.3B
Q1 20212,693$143.2B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Merck & Co., Inc.; share changes are against Q1 2024.

Institutions holding MRK in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.742$2690.19%−1,455−66.2%Reduced
ZynergyRetirementPlanningLLC3$3710.00%+3New
EnRich Financial Partners LLC5$6190.00%00.0%Unchanged
LGT Financial Advisors LLC12$1.49K0.00%00.0%Unchanged
Atlantic Private Wealth, LLC12$1.54K0.00%00.0%Unchanged
Morton Brown Family Wealth, LLC16$1.99K0.00%00.0%Unchanged
HighMark Wealth Management LLC20$2.46K0.00%+6+42.9%Added
Global Wealth Strategies & Associates26$3.22K0.00%00.0%Unchanged
SIMA Wealth Partners, LLC26$3.22K0.00%+26New
Clarity Asset Management, Inc.38$4.70K0.00%00.0%Unchanged
Custom Portfolio Group LLC40$4.98K0.00%00.0%Unchanged
Eukles Asset Management45$5.57K0.00%00.0%Unchanged
PayPay Securities Corp47$5.82K0.49%−2−4.1%Reduced
Lummis Asset Management, LP49$6.07K0.01%00.0%Unchanged
HWG Holdings LP50$6.19K0.00%+50New
Spotlight Asset Group, Inc.50$6.19K0.00%+50New
Bradley & Co. Private Wealth Management, LLC51$6.31K0.00%00.0%Unchanged
Dynamic Wealth Strategies, LLC64$8.00K0.01%00.0%Unchanged
Tributary Capital Management, LLC65$8.05K0.00%+1+1.6%Added
Cedar Mountain Advisors, LLC66$8.17K0.00%+43+187.0%Added
ClariVest Asset Management LLC71$8.92K0.00%−35−33.0%Reduced
Mendota Financial Group, LLC87$10.7K0.01%−58−40.0%Reduced
Christopher J. Hasenberg, Inc94$11.6K0.01%00.0%Unchanged
Miller Wealth Advisors, LLC100$12.4K0.01%00.0%Unchanged
Grayhawk Investment Strategies Inc.134$16.6K0.08%00.0%Unchanged
Luken Investment Analytics, LLC134$16.6K0.01%00.0%Unchanged
TruNorth Capital Management, LLC140$17.3K0.01%+84+150.0%Added
FSC Wealth Advisors, LLC150$18.6K0.01%00.0%Unchanged
Aviso Financial Inc.152$18.8K0.00%+152New
CBIZ Investment Advisory Services, LLC161$20.0K0.00%−100−38.3%Reduced
Robinson Value Management, Ltd.166$20.6K0.01%00.0%Unchanged
POM Investment Strategies, LLC167$20.7K0.02%+135+421.9%Added
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna170$21.0K0.01%+170New
Anfield Capital Management, LLC176$21.8K0.01%+176New
Pineridge Advisors LLC182$22.5K0.01%−3−1.6%Reduced
Fairway Wealth LLC185$22.9K0.01%+185New
BBJS Financial Advisors, LLC190$23.5K0.01%+190New
Caitlin John, LLC195$24.1K0.02%−3,863−95.2%Reduced
Proffitt & Goodson Inc197$24.4K0.00%+197New
Bare Financial Services, Inc216$24.4K0.01%+82+61.2%Added
Halpern Financial, Inc.200$24.8K0.01%−312−60.9%Reduced
Sofos Investments, Inc.213$26.4K0.01%−280−56.8%Reduced
Tidemark, LLC217$26.9K0.01%−83−27.7%Reduced
ICA Group Wealth Management, LLC220$27.2K0.02%−2,203−90.9%Reduced
Red Tortoise LLC243$30.1K0.02%−8−3.2%Reduced
Vermillion & White Wealth Management Group, LLC248$30.7K0.02%00.0%Unchanged
Robinswood Financial LLC254$31.5K0.01%+60+30.9%Added
Heck Capital Advisors, LLC255$31.6K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC257$31.8K0.05%+240+1,411.8%Added
Burkett Financial Services, LLC257$31.8K0.02%+1+0.4%Added
Ogorek Anthony Joseph261$32.0K0.01%00.0%Unchanged
Rakuten Securities, Inc.259$32.1K0.01%+44+20.5%Added
Provenance Wealth Advisors, LLC270$33.4K0.00%−100−27.0%Reduced
Clear Point Advisors Inc.300$37.2K0.03%00.0%Unchanged
Itau Unibanco Holding S.A.313$38.7K0.00%+313New
Horizon Financial Services, LLC318$39.4K0.02%00.0%Unchanged
Roble, Belko & Company, Inc326$40.0K0.01%00.0%Unchanged
Financial Avengers, Inc.324$40.2K0.02%+1+0.3%Added
Abich Financial Wealth Management LLC326$40.4K0.03%+179+121.8%Added
REAP Financial Group, LLC329$40.8K0.01%+63+23.7%Added
AlphaMark Advisors, LLC328$41.0K0.01%−110−25.1%Reduced
Cypress Capital Management LLC (WY)335$41.7K0.04%00.0%Unchanged
Activest Wealth Management339$42.0K0.01%+339New
Quarry LP339$42.0K0.02%+339New
Advantage Trust Co350$43.3K0.03%00.0%Unchanged
Winch Advisory Services, LLC358$44.3K0.01%+1+0.3%Added
Clear Investment Research, LLC359$44.5K0.06%+2+0.6%Added
SWAN Capital LLC367$45.4K0.02%+367New
Pacific Capital Wealth Advisors, Inc373$46.2K0.01%+358+2,386.7%Added
Tradewinds Capital Management, LLC386$47.8K0.01%+162+72.3%Added
Ruedi Wealth Management, Inc.397$49.2K0.02%+86+27.7%Added
Park Circle Co400$49.5K0.05%00.0%Unchanged
JDM Financial Group LLC400$49.5K0.03%00.0%Unchanged
Dixon Mitchell Investment Counsel Inc.400$49.8K0.00%00.0%Unchanged
Macroview Investment Management LLC417$51.6K0.06%−58−12.2%Reduced
Accent Capital Management, LLC420$52.0K0.03%00.0%Unchanged
Iron Horse Wealth Management, LLC421$52.1K0.02%00.0%Unchanged
Keener Financial Planning LLC435$53.0K0.03%00.0%Unchanged
Delos Wealth Advisors, LLC436$54.0K0.05%00.0%Unchanged
Front Row Advisors LLC434$54.1K0.02%00.0%Unchanged
Valued Wealth Advisors LLC436$54.2K0.04%+210+92.9%Added
New Millennium Group LLC443$54.9K0.04%+443New
Capula Management Ltd453$56.1K0.00%+453New
WealthCollab, LLC456$56.5K0.04%00.0%Unchanged
Ritter Daniher Financial Advisory LLC477$59.1K0.02%−15−3.0%Reduced
Financial Connections Group, Inc.488$60.0K0.03%00.0%Unchanged
Legend Financial Advisors, Inc.490$60.7K0.04%+305+164.9%Added
Horizons Wealth Management484$60.9K0.05%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC492$60.9K0.01%00.0%Unchanged
Redmont Wealth Advisors LLC500$61.9K0.10%−200−28.6%Reduced
Dougherty Wealth Advisers LLC500$61.9K0.05%00.0%Unchanged
Vista Private Wealth Partners. LLC514$63.6K0.03%+514New
VitalStone Financial, LLC525$65.0K0.05%+3+0.6%Added
Lowe Wealth Advisors, LLC532$65.9K0.03%−30−5.3%Reduced
Horizon Bancorp Inc536$66.0K0.03%−74−12.1%Reduced
Mascoma Wealth Management LLC549$68.0K0.02%+13+2.4%Added
Kiely Wealth Advisory Group, Inc.600$68.4K0.04%00.0%Unchanged
Camelot Portfolios, LLC553$68.4K0.04%+553New
University of Texas/Texas Am Investment Managment Co554$68.6K0.01%−554−50.0%Reduced
Criterion Capital Advisors, LLC562$69.6K0.04%00.0%Unchanged